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Adviser Profile

Julie Berry

Berry Financial Services

Julie has been a Certified Financial Planner since 1995 and has been working in the financial services industry since 1989. She is a life member of the Financial Planning Association (FPA) and was awarded a Distinguished service award in 2000.

Specialities

Superannuation

Pensions and Retirement Planning

Self-Managed Super Funds

Wealth Creation

Direct Equities

Aged Care Advice

Centrelink Advice

Debt Management

Estate Planning

Insurance

Indicative fee

Advice is provided on a fee for service basis depending on the scope and complexity of the advice required. For advice provided that is related to your Sunsuper account, you may be able to pay via a deduction from your Sunsuper balance.

Address

Suite 4, 109 William Street, Port Macquarie, NSW 2444

Office Hours

Monday to Thursday 9am - 5pm. Friday 9am - 4pm.

Julie Berry is a representative of Clearview Financial Advice Pty Ltd AFSL No. 331 367 ABN 89 133 593 012 and can be found on ASIC’s Financial Advisers Register. Profiles are provided by National Advice Panel planners. More information about each planner, including services they offer, remuneration, any potential conflicts of interest, and dispute resolution, are set out in their own Financial Services Guide(s). Sunsuper does not receive or pay any referral fees to these planners. The National Advice Panel planners are not employed by Sunsuper, and Sunsuper is not responsible for the advice provided by these planners.

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